Senior Vice President, Finance

Senior Vice President, Finance (SVP) – Summary

The Senior Vice President, Finance is a key executive leader responsible for enterprise financial strategy, financial planning and analysis (FP&A), and acquisition underwriting support. This role oversees the full financial lifecycle of Everstory’s assets—from acquisition and integration through operations, capital investment, and long‑term performance optimization. Serving as a critical partner to the CFO, CIO, executive leadership team, and Board, the SVP, Finance leads the FP&A function, ensures disciplined capital allocation, strengthens institutional reporting, and provides forward‑looking insights that drive value creation across the portfolio.

• Lead enterprise-wide budgeting, forecasting, cash flow planning, and long‑range financial planning processes across operations, G&A, and field locations.
• Own and maintain integrated financial models linking operating performance, capital expenditures, acquisitions, and liquidity planning.
• Deliver executive‑level financial reporting, scenario analysis, and variance analysis to senior leadership and the Board.
• Establish and manage KPI dashboards that measure operating performance, capital efficiency, and asset‑level returns.
• Partner closely with field and operating leaders to align financial targets with execution across nearly 470 locations.
• Build scalable FP&A processes, governance standards, and analytical diligence appropriate for a private‑equity‑backed platform.
• Partner with field leadership to analyze operational performance, inventory requirements, and location‑level business plans.
• Develop asset grading and benchmarking frameworks to rank performance and prioritize improvement initiatives.
• Lead financial evaluation of major capital expenditures, maintenance cycles, and renewal investments.
• Monitor market dynamics impacting the death‑care industry, including demand trends, competitive conditions, and geographic considerations.
• Lead financial underwriting and due diligence for acquisitions, dispositions, and strategic investments.
• Build and review acquisition and transaction models assessing return profiles, capital structures, operational synergies, and integration risks.
• Support investment committee materials, executive decision making, and Board presentations in partnership with the CIO.
• Translate deal‑level underwriting assumptions into enterprise forecasts and post‑acquisition performance tracking.
• Support post‑close performance measurement against underwriting and integration plans.
• Partner with the CFO on capital structure strategy, liquidity management, and financing readiness.
• Model the enterprise impact of acquisitions and capital investments on leverage, liquidity, and covenant metrics.
• Support lender, bondholder, investor, and private‑equity reporting requirements.
• Provide financial analysis and recommendations for major strategic initiatives and operational investments.
• Lead, develop, and mentor a high‑performing FP&A and asset management team.
• Elevate analytical capabilities, business partnership effectiveness, and executive communication across the finance organization.
• Build a scalable finance organization capable of supporting sustained acquisition, integration, and operational growth.
• Serve as a trusted advisor and collaborative partner to executive leaders and field operations.

• Customer Focus– dedicated to meeting the expectations and requirements of internal and external customers. Gets first‑hand customer information and uses it for improvements in products and services. Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust and respect.
• Compassion – genuinely cares about people. Is concerned about their work and non‑work problems. Is available and ready to help. Is sympathetic to the plight of others not as fortunate. Demonstrates real empathy with the joys and pain of others.
• Ethics and Values – adheres to an appropriate and effective set of core values and beliefs during both good and bad times. Acts in line with those values. Rewards the right values and disapproves of others. Practices what he/she…